Once the Workflow is configured, it is necessary to set the event that will trigger the workflow, configuring a Workflow trigger.
How to configure a Workflow trigger
Procedure:
- Get in
Settings >
Workflow.
- Create a new workflow trigger by clicking at the top right of the table
Add Trigger.
- In the new screen, fill these fields:
Field | Description |
---|---|
Workflow name | Select from the dropdown menu the previously created workflow. |
Event | Select from the list the event that will trigger the workflow. Available events: |
Filter | Select from the dropdown menu a filter previously created in the KanbanBOX board. The workflow will be applied only to kanban cards that belong to the selected filter. |
Status | Select Active or Disabled to activate now or not the workflow trigger. |
How to modify a Workflow trigger
Procedure:
- Get in
Settings >
Workflow.
- Search the trigger to modify in the Workflow triggers table, and then in the related row click
Edit.
- Modify the workflow trigger according to your needs.
- After that, click on
Save to update the trigger.
How to delete a Workflow trigger
Procedure:
- Get in
Settings >
Workflow.
- Search the trigger to delete in the Workflow triggers table, and then in the related row click
Delete.
- To confirm, click
Delete.
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